See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,417 | $101,499+112.2% | $147,005+46.5% | $74,546+189.0% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 13.71% | 8732.34%-8718.6pp | 418.76%-405.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,447 | $3,811-62.0% | $4,934-70.7% | $2,624-44.9% |
| Participant deferral / active EE | $14,046 | $7,304+92.3% | $8,070+74.1% | $4,347+223.1% |
| Admin fee / account holder | $54 | $1,748-96.9% | $13,006-99.6% | $1,944-97.2% |